Juan Carlos Lorenzo
Investment Adviser Representative at Welcy Capital Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Juan Carlos Lorenzo is an investment adviser representative with Welcy Capital Advisors LLC in Maplewood, NJ, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Jefferies LLC and Goldman Sachs & Co. LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs & Co.Feb 2007 – Sep 2019New York, NY
- Jefferies LLCSep 2019 – Mar 2023New York, NY
- Welcy Capital Advisors LLCApr 2024 – no end date reportedMiami, FL
- Prival Credit Opportunities Fund I GP, LLCApr 2024 – no end date reportedMiami, FL
- Salter Place Partners LLCMar 2023 – Apr 2024Maplewood, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Welcy Capital Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Other
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Miami, FL
- SEC file number:
- 801-130588
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Welcy Capital Advisors LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juan Carlos Lorenzo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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